| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Castellan Venture Opportunities Evergreen I, LP | Venture Capital | $16.1M | $50K |
| Awc Opportunity Zone Fund I, LLC | Private Equity | $12M | $50K |
| Aging Innovation Fund I, LP | Venture Capital | $8.2M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Charles Brauch Control | Managing Director / Cco | Under 5% | 2018 |
| Castellan Cares Inc. Control | Owner / 501(c)4 | Over 75% | 2021 |
| Castellan Endeavor Trust | Trust | Under 5% | 2019 |
Castellan Group, LLC reports $496.1 million in regulatory assets under management on its Form ADV.
Castellan Group, LLC manages 8 private funds with combined gross assets of $39.6 million.
Castellan Group, LLC reports 7 employees.
Castellan Group, LLC is based in Louisville, KY and has been SEC-registered since 2020.
Castellan Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2011 Lake Point Way, Suite 001, Louisville, KY 40223 |
| Phone | 859.494.0523 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $459.8M |
| Non-discretionary | $36.2M |
| Total (RAUM) | $496.1M |